JOIN US FOR AN EXCLUSIVE NETWORKING OPPORTUNITY & LUNCH PRESENTATION:

Real Estate Exit & Estate Planning: 1031, 721 UPREIT, and DST Insights from Industry Experts

February 26, 2025 | 11:30 AM | Ruth’s Chris Steakhouse, Downtown West Palm Beach

Ask yourself (and your clients) these 3 questions:

1. Is real estate management impacting your lifestyle and quality of life?

2. Are capital gains taxes holding you back from pursuing a sale?

3. What is the Opportunity Cost of waiting?


Join us for this exclusive in-person event where we will discuss:

  • Diversification Strategies: Using the 1031 exchange to diversify geographically and by asset class.

  • Passive Income Opportunities: Eliminate the headaches of real estate management and the Terrible T’s (Toilets, Tenants, & Trash) through passive 1031 exchange investments.

  • Estate Planning Insights: “Swap till you drop” with the DST and 721 UPREIT to leave a legacy and simplify real estate inheritance.

Lunch is included. Don't miss out!

Register for our FREE Lunch & Learn!

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Exclusive Networking Plus Three In-Depth Presentations:

11:30 am – 12:00 pm – Networking
Network with an elite group of Palm Beach professionals in tax, legal, real estate, and finance.

12:00 pm - 12:20 pm – 1031 Exchange Basics
Explore the intricacies and tax-deferral benefits of 1031 Exchanges with a nationally recognized Qualified Intermediary.

12:25 pm – 12:45 pm – DSTs and 721 UPREITs
Understand the potential benefits of transitioning from active property ownership to passive investment using DST’s and 721 UPREITs.

12:50 pm – 1:15 pm – Billion Dollar Real Estate Panel
1031 Exchange and real estate investment insights from an expert panel with billions of dollars in real estate transactional experience.
 
 

Speakers:

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Tommy J. Thompson

Tommy J. Thompson is a Vice President, Southeast and Licensed Financial Representative with Fortitude Investment Group. Tommy offers his knowledge and experience from collaborations with investors, real estate professionals, engineers, architects, construction management teams & finance professionals through his professional career to provide a unique perspective on a variety of situations.  He offers investors the opportunity to potentially benefit from a passive investment in institutional real estate (1031 Exchanges) through DST (Delaware Statutory Trust) and TIC (Tenants in Common) investments. Check Tommy’s background on FINRA’s BrokerCheck.

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Justin Kiehne

Justin R. Kiehne is a Financial Advisor with Fortitude Investment Group, located in Juno Beach, Florida, where Mr. Kiehne resides.  Justin focuses on real estate and tax advantaged investments, retirement, and estate planning. He prides himself on delivering high quality, institutional grade real estate solutions, alternative investment options, and comprehensive, individually tailored portfolios to the retail investor that seeks to diversify investments, help remove market volatility, and maximize income potential. Justin Kiehne’s background on FINRA’s BrokerCheck.
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Gil Savransky

Gil Savransky is the Managing Director of Bluerock Value Exchange (BVEX).  Mr. Savransky oversees the strategic growth and development of BVEX’s 1031 exchange and Delaware Statutory Trust (DST) programs across Bluerock’s independent broker-dealer, registered investment advisor, and wirehouse distribution channels on a national level.
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Robert Lee

With over 24 years of experience in commercial real estate investments, Rob serves as co-president and chief investment officer of HPA Exchange, and has served as a senior executive within the leadership team of its affiliate company, Healthcare Property Advisors (HPA) since  2016. Lee leads the firm’s efforts in strategy across acquisitions, dispositions, capital formation and transaction structuring. 

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Alex Moore

Alex is a Senior Account Executive with Accruit, one of the nation’s leading Qualified Intermediaries. With a deep expertise in real estate tax deferral strategies, including 1031Exchanges and real estate partnerships through Self-Directed IRAs, Alex has guided hundreds of clients across the country through successful tax deferral transactions. He is passionate about empowering clients with comprehensive and personalized service to optimize the 1031 Exchange process. 

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Stephen Carlton

Stephen Carlton is a Partner and Co-Founder of Starboard Realty Advisors, LLC, and Starboard Management Services LLC. With over two decades of industry experience, he is a driving force behind the company’s equity raising, strategic development, asset management, and development initiatives. Mr. Carlton has demonstrated exceptional expertise in managing and developing retail and multifamily properties, having overseen more than $1 billion in acquisitions and $400 million in equity offerings.